CIK: 0001838226
申告総資産額
$4.4億
上位200銘柄を表示中（全278銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.41% | -0.03% | +3.16% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.61% | +0.12% | +18.20% | |
| 3 | VNLA | Janus Henderson Short Durati | ETF-その他 | 3.50% | — | +3.04% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.49% | +0.04% | +5.56% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.28% | -0.02% | +11.04% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.15% | -0.06% | -1.49% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.00% | +0.07% | +14.31% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.99% | — | -5.59% | |
| 9 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 1.98% | -0.38% | +8.32% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.84% | — | -0.05% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.79% | -0.02% | -2.28% | |
| 12 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.73% | +0.27% | +43.18% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.62% | — | -1.39% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-その他 | 1.49% | +0.05% | +91.20% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.45% | — | -1.08% | |
| 16 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.43% | +0.01% | +25.29% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.30% | -0.37% | +131.38% | |
| 18 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.30% | — | +93.31% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.16% | — | +18.90% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.09% | +0.08% | -1.33% | |
| 21 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.98% | — | -6.84% | |
| 22 | IGEB | Ishares Investment Grade Sys | ETF-投資適格社債 | 0.97% | — | +8.31% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.95% | +0.05% | +1.42% | |
| 24 | DFIV | Dimensional International Va | ETF-その他 | 0.94% | +0.05% | +199.31% | |
| 25 | DE | Deere & Co | 株式-資本財 | 0.93% | -0.04% | -3.37% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.92% | -0.33% | -0.83% | |
| 27 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-その他 | 0.92% | — | +54.53% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.91% | +0.09% | +30.77% | |
| 29 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.88% | +0.12% | +3.34% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.87% | — | +0.28% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.74% | — | +1.02% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | — | -1.74% | |
| 33 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.73% | — | +4.62% | |
| 34 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.72% | — | -8.39% | |
| 35 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.72% | — | -8.18% | |
| 36 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 0.68% | — | -11.71% | |
| 37 | BX | Blackstone INC | 株式-金融 | 0.67% | — | -2.04% | |
| 38 | GAB | Gabelli Equity Trust | 株式-その他 | 0.65% | — | -0.15% | |
| 39 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.64% | +0.04% | +27.97% | |
| 40 | XLF | Ss Financial Select Sector | ETF-その他 | 0.63% | — | +3.13% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.63% | +0.03% | +0.75% | |
| 42 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.61% | — | -2.58% | |
| 43 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 0.60% | -0.23% | +118.44% | |
| 44 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.59% | — | +2.07% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | — | -0.39% | |
| 46 | VDE | Vanguard Energy ETF | ETF-その他 | 0.57% | -0.22% | -34.50% | |
| 47 | ISPY | Proshares S&p High Incom ETF | ETF-その他 | 0.57% | -0.19% | +112.32% | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.57% | — | +2.34% | |
| 49 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.54% | — | +2.73% | |
| 50 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.54% | — | -4.79% |